Holders over time
- ILMN
- LLY
| Quarter | ILMN | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $9.2bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $11.9bn | 29 holders, $17.3bn |
| Q1 2021 | 27 holders, $13.7bn | 24 holders, $23.0bn |
| Q2 2021 | 23 holders, $16.3bn | 24 holders, $27.8bn |
| Q3 2021 | 31 holders, $14.7bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $13.3bn | 31 holders, $34.7bn |
| Q1 2022 | 20 holders, $12.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $6.3bn | 33 holders, $42.7bn |
| Q3 2022 | 18 holders, $7.3bn | 31 holders, $43.4bn |
| Q4 2022 | 13 holders, $7.7bn | 31 holders, $46.6bn |
| Q1 2023 | 22 holders, $8.9bn | 33 holders, $44.3bn |
| Q2 2023 | 15 holders, $6.8bn | 37 holders, $59.6bn |
| Q3 2023 | 14 holders, $4.6bn | 44 holders, $67.6bn |
| Q4 2023 | 21 holders, $3.6bn | 45 holders, $73.6bn |
| Q1 2024 | 16 holders, $3.4bn | 41 holders, $95.3bn |
| Q2 2024 | 22 holders, $2.3bn | 43 holders, $110bn |
| Q3 2024 | 22 holders, $2.9bn | 45 holders, $107bn |
| Q4 2024 | 16 holders, $4.1bn | 46 holders, $93.9bn |
| Q1 2025 | 11 holders, $2.3bn | 42 holders, $98.4bn |
| Q2 2025 | 8 holders, $2.5bn | 43 holders, $93.2bn |
| Q3 2025 | 9 holders, $2.9bn | 39 holders, $86.7bn |
| Q4 2025 | 10 holders, $4.6bn | 41 holders, $123bn |
| Q1 2026 | 13 holders, $3.9bn | 39 holders, $106bn |
| Q2 2026 | 13 holders, $5.9bn | 44 holders, $132bn |
Illumina Inc
- Holders
- 10
- Reported value
- $4.6bn
- Buyers
- 21
- Sellers
- 14
Breadth +7 among 92 comparable managers.
Eli Lilly & Co
- Holders
- 41
- Reported value
- $123bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, Invesco Ltd, Janus Henderson Group Ltd, Renaissance Technologies LLC
Only LLY (34)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 9 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.